Client Manager in Bristol

Are you looking to grow your career in a client-facing role within a fast-moving, highly supportive environment? Do you thrive on building strong relationships, delivering excellent service, and turning data into meaningful insights? If so, we’d love to hear from you.

We have a great opportunity for a Client Manager. This is a key role within the Healix Client Management team, supporting the delivery of exceptional service to our Healthcare Trust clients. Working closely with a Client Director, the Client Manager will manage a defined portfolio of small to medium sized clients and assist with the coordination of larger, strategically important relationships.

This role is central to maintaining strong client relationships, ensuring timely and accurate reporting, and supporting the commercial and operational performance of each scheme. The post holder will work collaboratively across the organisation—particularly with Operations, Data & Pricing, Finance and Clinical Support—to provide high-quality service and drive positive client outcomes.

The ideal candidate will be organised, proactive, client-focused and commercially aware, with strong communication skills and a desire to grow into a more senior client-facing role.

We Are Looking For Someone Who Has:

• Experience in a client-facing or account management role, ideally within healthcare, insurance or employee benefits.
• Strong communication skills—written, verbal and interpersonal, with the ability to adapt style to different clients/stakeholders.
• Good understanding of PMI, healthcare trusts, funding concepts or willingness to learn quickly.
• Analytical mindset with the ability to interpret data and explain insights clearly.
• Strong organisational and time-management skills, able to juggle multiple priorities.
• Proficient in Microsoft Office (Word, Excel, PowerPoint).
• Curious, proactive, and able to take ownership and accountability of tasks.
• A desire to develop into a more senior client-facing role.

About The Role

Key activities/Responsibilities:

• Client Portfolio Management & Relationship Building: Manage a defined portfolio of small–medium sized Healthcare Trust clients, ensuring high-quality service delivery, consistent communication and strong retention.
• Support a Senior Client Manager/Client Director with the delivery of larger and more complex accounts.
• Build productive relationships with HR, Reward and Benefits, Payroll and Finance contacts.
• Develop commercial understanding of each client’s organisation and sector to inform recommendations and strengthen Healix’s relationship with them.
• Coordinate regular client meetings, producing agendas, meeting material, minutes and follow-up actions.
• Prepare client materials, using templates and guidance provided by senior colleagues.
• Work with the Data & Pricing Team to support the delivery of accurate, timely and insightful reporting.
• Ensure routine client queries are responded to promptly, escalating where appropriate.
• Support the delivery of annual client calendars, including quarterly reviews and renewal milestones.

Renewals & Commercial Delivery:

• Lead the end-to-end renewal process for assigned clients, ensuring clear timelines, coordinated stakeholder input, and the delivery of compelling, commercially robust proposals.
• Contribute to client renewal recommendations under the guidance of the Data & Pricing Team and lead contractual and commercial discussions.
• Maintain an understanding of client income, funding models and commercial arrangements.
• Cultivate strong relationships across the intermediary market, focusing on those linked to existing client portfolio.
• Escalate new business opportunities, ensuring timely referral to the relevant sales channels.
• Identify and develop cross-sell or growth opportunities within your portfolio.
• Apply the SBR-approved QUIS relationship-building framework to develop trusted, consultative partnerships, using informed, tactical sales techniques to maximise value.

Internal Collaboration & Process Delivery:

• Work closely with Operations, Clinical, Finance and other internal teams to resolve client issues and ensure seamless service delivery.
• Support escalation management by gathering information, coordinating responses, and ensuring timely updates.
• Provide input into process improvements and service enhancements based on client feedback.
• Ensure consistent use of internal systems, templates and governance processes.

Market Awareness & Professional Development:

• Develop understanding of the healthcare trust landscape, PMI market and intermediary ecosystem.
• Stay informed about industry changes, insurance trends and regulatory developments.
• Participate in relevant training, CPD activities and internal knowledge-sharing forums.
• Ensure all client-related records, contractual documentation and system entries are accurate, comprehensive and up to date, maintaining full compliance with internal processes and governance expectations.
• Remain aware of wider political agendas and sector-specific issues, applying this knowledge to shape client recommendations.
• Uphold high standards of documentation, communication and process discipline, ensuring traceability, audit readiness, and effective internal knowledge sharing.

About The Company: We offer UK employee healthcare benefits, and travel, medical and security assistance in every corner of the globe. Our purpose is to help people in difficult situations – whether that’s a cancer diagnosis, a need for medical assistance when they’re far from home, or being caught up in conflict or natural disaster. We talk to them, support them, and make sure they get the help they need.

We’re co-ordinators and problem-solvers: experts at navigating the global health and security landscape. Our teams of doctors, nurses, travel and medical co-ordinators and security experts make sure that your people will be looked after, whatever happens supported by technology designed to help individuals, not slot them into a predetermined solution.

We work with governments, broadcasters, NGOs, international corporations, major insurers and more. No two clients are the same: we adapt our services to their needs.

More importantly, we adapt to the practical and human needs of the individuals we protect. Most of us are on the front line; we keep our back office lean. We don’t use scripts, and we don’t time calls. We never lose sight of the fact that we’re dealing with real people.

Company Culture: Instead, we focus on ensuring our highly trained specialists have the space and time they need to be effective. We let them use their initiative to get the job done, because the situations they face often throw up unexpected challenges – and no protocol survives contact with the real world.

Our clients have thousands of employees and customers, at home and abroad, so they need a business big enough to handle any situation. But they chose Healix because they also need an organisation that’s personal enough to care.

Our people are driven to do things in the best way, not the way they have always been done. We work hard, and our efforts are rewarded with great development opportunities and a supportive team spirit.

We want to nurture this friendly and dynamic company culture so that we can continue to attract diverse talent with a breadth of knowledge and world-class skills.

Company Benefits: Commitment to career development. We are committed to helping our people build and develop successful careers. Our employees are given direct responsibility and opportunity to develop and grow whilst working on challenging and worthwhile projects in a rewarding and supportive environment. We invest in the continuous development of our team, offering ongoing training and professional enhancement opportunities for those wishing to diversify or take additional responsibilities.

Health insurance, Vacation, Paid time off, Retirement plan and/or pension, Office perks, Employee development programs, Employee discounts, Gym membership or wellness programs, Opportunity to travel, Casual dress, Cycle to work, Free work laptop, Referral bonus, Open office, Competitive salary, Life insurance, Employee Assistance Scheme, Wellbeing Scheme, Social Opportunities, Progression opportunities.